TADCX Mutual Fund

NAV$27.96

Returns Overview

1 Month
-1.96%
3 Months
+18.56%
6 Months
+6.91%
YTD
+6.95%
1 Year
+18.39%
3 Years (annualized)
+24.51%
5 Years (annualized)
+12.66%
10 Years (annualized)
+16.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TADCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+8.97%
vs Peers
-2.02%

TADCX Mutual Fund Performance

TADCX performance across multiple time periods: 1-month -1.96%, YTD 6.95%, 1-year 18.39%, 3-year 24.51%, 5-year 12.66%, 10-year 16.97%.

TADCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

TADCX performance comparison shows side-by-side returns with another fund. TADCX alternatives are available in the Mutual Fund Screener.